TGLMX vs. PINCX
Compare and contrast key facts about TCW Total Return Bond Fund (TGLMX) and Putnam Income Fund (PINCX).
TGLMX is managed by TCW. It was launched on Jun 17, 1993. PINCX is managed by Putnam. It was launched on Nov 1, 1954.
Performance
TGLMX vs. PINCX - Performance Comparison
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TGLMX vs. PINCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGLMX TCW Total Return Bond Fund | 0.57% | 8.99% | 1.82% | 5.05% | -16.59% | -1.05% | 8.32% | 7.28% | 0.80% | 3.44% |
PINCX Putnam Income Fund | -0.19% | 7.51% | 2.59% | 4.79% | -12.96% | -5.39% | 7.06% | 11.19% | 0.46% | 5.83% |
Returns By Period
In the year-to-date period, TGLMX achieves a 0.57% return, which is significantly higher than PINCX's -0.19% return. Over the past 10 years, TGLMX has underperformed PINCX with an annualized return of 1.54%, while PINCX has yielded a comparatively higher 2.11% annualized return.
TGLMX
- 1D
- 0.52%
- 1M
- -1.89%
- YTD
- 0.57%
- 6M
- 1.95%
- 1Y
- 5.74%
- 3Y*
- 4.22%
- 5Y*
- -0.02%
- 10Y*
- 1.54%
PINCX
- 1D
- 0.40%
- 1M
- -1.96%
- YTD
- -0.19%
- 6M
- 1.07%
- 1Y
- 4.58%
- 3Y*
- 4.25%
- 5Y*
- -0.54%
- 10Y*
- 2.11%
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TGLMX vs. PINCX - Expense Ratio Comparison
TGLMX has a 0.49% expense ratio, which is lower than PINCX's 0.73% expense ratio.
Return for Risk
TGLMX vs. PINCX — Risk / Return Rank
TGLMX
PINCX
TGLMX vs. PINCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Total Return Bond Fund (TGLMX) and Putnam Income Fund (PINCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TGLMX | PINCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.09 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.56 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.90 | +0.15 |
Martin ratioReturn relative to average drawdown | 6.03 | 6.11 | -0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TGLMX | PINCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.09 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | -0.09 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.40 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.76 | -0.36 |
Correlation
The correlation between TGLMX and PINCX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TGLMX vs. PINCX - Dividend Comparison
TGLMX's dividend yield for the trailing twelve months is around 6.39%, more than PINCX's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGLMX TCW Total Return Bond Fund | 6.39% | 7.19% | 6.52% | 6.13% | 3.27% | 2.08% | 3.37% | 4.07% | 3.55% | 2.89% | 4.13% | 2.88% |
PINCX Putnam Income Fund | 4.51% | 4.63% | 8.70% | 7.35% | 7.70% | 2.15% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% |
Drawdowns
TGLMX vs. PINCX - Drawdown Comparison
The maximum TGLMX drawdown since its inception was -22.26%, smaller than the maximum PINCX drawdown of -30.57%. Use the drawdown chart below to compare losses from any high point for TGLMX and PINCX.
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Drawdown Indicators
| TGLMX | PINCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.26% | -30.57% | +8.31% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -2.75% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.17% | -20.78% | -1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -22.26% | -22.16% | -0.10% |
Current DrawdownCurrent decline from peak | -3.38% | -5.01% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -4.33% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 0.85% | +0.26% |
Volatility
TGLMX vs. PINCX - Volatility Comparison
TCW Total Return Bond Fund (TGLMX) has a higher volatility of 1.85% compared to Putnam Income Fund (PINCX) at 1.45%. This indicates that TGLMX's price experiences larger fluctuations and is considered to be riskier than PINCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGLMX | PINCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.45% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 2.88% | 2.41% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.02% | 4.22% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.03% | 6.18% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 5.26% | +0.31% |